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259 Burnetts Way, Suffolk, VA 23434
Phone: (267) 275-5422 Email: tcraven540@gmail.com
THOMAS S. CRAVEN
Profile
Fiduciary professional with 16+ years of experience in trust administration and
relationship management. Highly skilled in the use of information technology. Recent
professional development experience in the education field, providing growth and
expertise in presenting information and collaborating with team members.
Professional Experience
August 2014 – June 2015: Teacher: Riverdale Elementary School, Courtland, VA
 Managed two fourth-grade classrooms, collaborating with colleagues to develop
lesson plans, activities, and assessments. Created frequent comprehensive progress
reports and data analysis for administration. Proactively communicated with family
members to address student needs. Implemented strategies for using information
technology to efficiently deliver instruction and enhance student outcomes.
August 2013 – December, 2013: Student Teacher: Donegal Intermediate School,
Marietta, PA
 Designed and taught units and lessons in a fourth-grade classroom, incorporating
technology and cross-subject connections. Differentiated instruction through small-
group sessions and creative activities, resulting in high scores on unit assessments.
Developed positive relationships with families during meetings and conferences.
August 1995 - January 2012: Wells Fargo Bank, Lancaster, PA
Assistant Vice President, Senior Trust Administrator, Certified Trust Financial Advisor
 Administered a large portfolio of individualized, complex trust accounts. Analyzed
legal documents to ascertain administrative responsibilities for each account.
Maintained ongoing proactive communication with clients to discuss their financial
needs and to explain fiduciary and investment issues in a comprehensible way.
Collaborated with legal advisors, portfolio managers, tax officers, and various other
team members to provide high quality service and to ensure compliance with policies
and regulations. Educated team members regarding administrative, investment, and
technical issues. Designed and implemented after-hours lessons and assessments for
team members, leading to successful certification achievements. Managed a team of
thirteen paralegals and temporary employees to successfully review and transfer
hundreds of accounts from acquired banks.
Credentials / Financial Education
 2003 – 2012: Certified Trust and Financial Advisor (CTFA)
 2001 – 2003: Cannon Financial Institute, Trust I, II, and III
Education
January 2012 - December 2013: Millersville University, Millersville, PA
Post-Baccalaureate Certification – Early Childhood Education
September 1989 - May 1993: Franklin & Marshall College, Lancaster, PA
Bachelor of Arts - English Literature
Volunteer Experience
May 2012 – July 2012: Brightside Community Center, Lancaster, PA
 Led literacy activities to increase interest and comprehension of texts in a summer
educational program for K-2 children in an urban community center.

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15-07-10 - resume

  • 1. 259 Burnetts Way, Suffolk, VA 23434 Phone: (267) 275-5422 Email: tcraven540@gmail.com THOMAS S. CRAVEN Profile Fiduciary professional with 16+ years of experience in trust administration and relationship management. Highly skilled in the use of information technology. Recent professional development experience in the education field, providing growth and expertise in presenting information and collaborating with team members. Professional Experience August 2014 – June 2015: Teacher: Riverdale Elementary School, Courtland, VA  Managed two fourth-grade classrooms, collaborating with colleagues to develop lesson plans, activities, and assessments. Created frequent comprehensive progress reports and data analysis for administration. Proactively communicated with family members to address student needs. Implemented strategies for using information technology to efficiently deliver instruction and enhance student outcomes. August 2013 – December, 2013: Student Teacher: Donegal Intermediate School, Marietta, PA  Designed and taught units and lessons in a fourth-grade classroom, incorporating technology and cross-subject connections. Differentiated instruction through small- group sessions and creative activities, resulting in high scores on unit assessments. Developed positive relationships with families during meetings and conferences. August 1995 - January 2012: Wells Fargo Bank, Lancaster, PA Assistant Vice President, Senior Trust Administrator, Certified Trust Financial Advisor  Administered a large portfolio of individualized, complex trust accounts. Analyzed legal documents to ascertain administrative responsibilities for each account. Maintained ongoing proactive communication with clients to discuss their financial needs and to explain fiduciary and investment issues in a comprehensible way. Collaborated with legal advisors, portfolio managers, tax officers, and various other team members to provide high quality service and to ensure compliance with policies and regulations. Educated team members regarding administrative, investment, and technical issues. Designed and implemented after-hours lessons and assessments for team members, leading to successful certification achievements. Managed a team of thirteen paralegals and temporary employees to successfully review and transfer hundreds of accounts from acquired banks. Credentials / Financial Education  2003 – 2012: Certified Trust and Financial Advisor (CTFA)  2001 – 2003: Cannon Financial Institute, Trust I, II, and III Education January 2012 - December 2013: Millersville University, Millersville, PA Post-Baccalaureate Certification – Early Childhood Education September 1989 - May 1993: Franklin & Marshall College, Lancaster, PA Bachelor of Arts - English Literature Volunteer Experience May 2012 – July 2012: Brightside Community Center, Lancaster, PA  Led literacy activities to increase interest and comprehension of texts in a summer educational program for K-2 children in an urban community center.